HUGHES FINANCIAL GROUP, LLC

Overview

Hughes Financial Group, LLC is an independent, owner-operated registered investment adviser that focuses on planning and portfolio management for individuals, families and small businesses. The firm runs a fee model that combines a percentage-of-AUM charge with hourly billing for planning or advisory work. Investment activity tilts clearly toward publicly traded equities: exchange-traded positions are the single largest bucket on the balance sheet, reflecting an equity-first allocation approach. Hughes Financial Group does not position itself as an ESG specialist, and it operates at a scale consistent with a small, client-focused RIA rather than a multi-state or institutional pension consultant. Services center on financial planning and discretionary portfolio management, with the majority of client relationships managed on a discretionary basis. The practice appears to use a mix of managed equity exposure and third-party vehicles to cover fixed income and alternative needs, keeping the firm geared toward individualized portfolio construction rather than broad institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices